Jaffetilchin Investment Partners, LLC quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-12-31 to 2026-03-31, Jaffetilchin Investment Partners, LLC opened 29 positions, added to 123, reduced 73, sold out of 20 and left 19 unchanged. The largest increase in value was FBND (+$37,901,255); the largest decrease was TFLO (-$26,506,520).
- EMB: Country of operation —; Class ETF; Shares 2025-12-31 0; Shares 2026-03-31 199,452.
- ROBT: Country of operation —; Class ETF; Shares 2025-12-31 0; Shares 2026-03-31 62,029.
- TEMD: Country of operation —; Class ETF; Shares 2025-12-31 0; Shares 2026-03-31 45,630.
- FXN: Country of operation —; Class ETF; Shares 2025-12-31 0; Shares 2026-03-31 29,596.
Two Form 13F-HR filings compared (SEC CIK 1404652): 2025-12-31 (filed 2026-01-15) and 2026-03-31 (filed 2026-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-12-31 | Shares 2026-03-31 | Share change | Value 2025-12-31 | Value 2026-03-31 | Value change |
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EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | | ETF | 0 | 199,452 | +199,452 | $0 | $18,734,499 | +$18,734,499 |
|---|
ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | | ETF | 0 | 62,029 | +62,029 | $0 | $2,863,271 | +$2,863,271 |
|---|
TEMD TEMPLETON EMERGING MARKETS DEBT ETF | | ETF | 0 | 45,630 | +45,630 | $0 | $1,123,931 | +$1,123,931 |
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FXN FIRST TRUST ENERGY ALPHADEX FUND | | ETF | 0 | 29,596 | +29,596 | $0 | $664,726 | +$664,726 |
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DFEB FT VEST U S EQUITY DEEP BUFFER ETF - FEBRUARY | | ETF | 0 | 11,447 | +11,447 | $0 | $542,244 | +$542,244 |
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SFEB FT VEST U S SMALL CAP MODERATE BUFFER ETF - FEBRUARY | | ETF | 0 | 21,561 | +21,561 | $0 | $512,074 | +$512,074 |
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QMFE FT VEST NASDAQ-100 MODERATE BUFFER ETF-FEBRUARY | | ETF | 0 | 22,092 | +22,092 | $0 | $490,001 | +$490,001 |
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SHLD GLOBAL X DEFENSE TECH ETF | | ETF | 0 | 6,537 | +6,537 | $0 | $463,046 | +$463,046 |
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INCM FRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF | | ETF | 0 | 15,759 | +15,759 | $0 | $453,078 | +$453,078 |
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FMAT FIDELITY MSCI MATERIALS INDEX ETF | | ETF | 0 | 7,500 | +7,500 | $0 | $432,300 | +$432,300 |
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EFA ISHARES MSCI EAFE ETF | | ETF | 0 | 3,756 | +3,756 | $0 | $364,839 | +$364,839 |
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SBIO ALPS MEDICAL BREAKTHROUGHS ETF | | ETF | 0 | 6,492 | +6,492 | $0 | $339,791 | +$339,791 |
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QCJA FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY | | ETF | 0 | 14,777 | +14,777 | $0 | $318,297 | +$318,297 |
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HLAL WAHED FTSE USA SHARIAH ETF | | ETF | 0 | 5,070 | +5,070 | $0 | $300,730 | +$300,730 |
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MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | | ETF | 0 | 456 | +456 | $0 | $281,536 | +$281,536 |
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MGV VANGUARD MEGA CAP VALUE ETF | | ETF | 0 | 1,898 | +1,898 | $0 | $275,161 | +$275,161 |
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GFEB FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY | | ETF | 0 | 6,340 | +6,340 | $0 | $260,511 | +$260,511 |
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SDY STATE STREET SPDR S&P DIVIDEND ETF | | ETF | 0 | 1,756 | +1,756 | $0 | $256,335 | +$256,335 |
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BND VANGUARD TOTAL BOND MARKET ETF | | ETF | 0 | 3,375 | +3,375 | $0 | $248,524 | +$248,524 |
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DBND DOUBLELINE OPPORTUNISTIC CORE BOND ETF | | ETF | 0 | 5,124 | +5,124 | $0 | $234,735 | +$234,735 |
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DCRE DOUBLELINE COMMERCIAL REAL ESTATE DEBT ETF | | ETF | 0 | 4,510 | +4,510 | $0 | $234,329 | +$234,329 |
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DJIA GLOBAL X DOW 30 COVERED CALL ETF | | ETF | 0 | 11,085 | +11,085 | $0 | $233,220 | +$233,220 |
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MUB ISHARES NATIONAL MUNI BOND ETF | | ETF | 0 | 2,193 | +2,193 | $0 | $232,756 | +$232,756 |
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DGRO ISHARES CORE DIVIDEND GROWTH ETF | | ETF | 0 | 3,316 | +3,316 | $0 | $232,717 | +$232,717 |
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MISL FIRST TRUST INDXX AEROSPACE & DEFENSE ETF | | ETF | 0 | 5,065 | +5,065 | $0 | $226,447 | +$226,447 |
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BOAT SONICSHARES GLOBAL SHIPPING ETF | | ETF | 0 | 5,328 | +5,328 | $0 | $216,103 | +$216,103 |
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COWZ PACER US CASH COWS 100 ETF | | ETF | 0 | 3,417 | +3,417 | $0 | $213,768 | +$213,768 |
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GDXJ VANECK JUNIOR GOLD MINERS ETF | | ETF | 0 | 1,708 | +1,708 | $0 | $204,981 | +$204,981 |
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RQI COHEN & STEERS QUALITY INCOME COM | | CEF | 0 | 13,324 | +13,324 | $0 | $160,550 | +$160,550 |
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